The Best Financial Advisors in Albuquerque

Let us help you find the best financial advisor for your needs.

Here is our List of the 10 Albuquerque Financial Advisor

Altus Wealth Management, LLC

Altus Wealth Management is a financial advisory firm based in Albuquerque, NM., with an East Coast satellite in Bucks County, PA. We are woman-owned and women-operated. We serve a diverse clientele and do business wherever our clients need us to be.

Our mission is to deliver to our clients what we demand for ourselves: a client centric practice, straight talk, prudent management, and just the right amount of contact. Our clients run the gamut: Old Guard to immigrants, millennials to octogenarians, from pro-bono to the top 2%, individuals, their families and their businesses.

They tell us we treat them like a favorite relative. We think we treat them like an Altus client. But we’re told what sets us apart is that we consider our clients, not their money, our most important assets.

We know there are thousands of wealth management firms from which you can choose. Just like there are thousands of clients with whom we can engage. And when it comes right down to it, we all offer pretty much the same products and services.

Services

Cash Flow Analysis
Financial Planning
Goal Setting
Investment Analysis & Asset Allocation
Education Planning
Estate Planning & Gifting Strategies
Investment Analysis & Asset Allocation
Retirement Planning – Accumulation and Distribution stages
Risk Management & Insurance Planning
Social Security Planning and Optimization
Tax Efficient Strategies & General Tax Planning

6100 Uptown Boulevard NE Suite 610 A Albuquerque, NM 87110

Baker Wealth Planning Group

We offer a team approach to financial planning, offering you a broader scope of expertise than you will likely find in any one person. Clients are our main priority, which is why we work to understand your unique circumstances and ultimately create a distinctive plan that provides a roadmap for your financial journey.

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state.

Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

Investment advisory services offered through Raymond James Financial Services Advisors, Inc.. Baker Wealth Planning Group is not a registered broker/dealer and is independent of Raymond James Financial Services.

Services

Alternative Investments
Business Planning
Estate, Charitable Giving & Trust
Financial Planning
Fixed Income Services
Investment Solutions
Longevity Planning
Portfolio Management
Retirement Planning
Risk Management

9798 Coors Blvd. NW., , Building D | Albuquerque, NM

Bold Financial Group

We have worked hard to develop and refine a process that will help guide you not only towards your retirement goals, but also through retirement by helping take the fear out investing and the markets using our customized G.R.I.D. (“Guide to Retirement Income Distributions) strategy.

Experience a committed team passionate about helping guide you towards your future dreams and goals. We Believe that everyone deserves a trusted financial advisor to help guide them through each stage of life and acts solely in their best interest.

BOLD Financial Group is an INDEPENDENT, financial service firm committed to helping both individual investors and business owners pursue their financial goals. Over the past 20 years, Bold Financial Group has specialized in providing access to high quality products in an environment of close personal service. Our business has grown substantially, as our great clients refer other great clients.

Services

Investment Advising
We actively manage and review investment holdings regularly providing recommendations and customized options during client review meetings.
Financial Planning
Focusing on your individual needs, concerns, and goals in order to build a customized financial plan that works for you.
Retirement Planning
Using interactive tools to help analyze what your future retirement may look like while creating a plan to guide you towards your retirement goals.
401(k) Plan Advising
Specializing in assisting small and mid-sized companies to develop, implement and maintain their 401(k) or 403(b) accounts.

6749 Academy Road NE Suite A Albuquerque, NM 87109

Charles Stephen and Company, Inc.

We develop long-term relationships with our clients and their families. That’s our commitment to you as a valued client.

Our team works closely with you, communicating openly and providing multi-faceted solutions tailored to meet your needs. We’re proactive with your financial affairs, meeting with you regularly to review your portfolio, discuss changes in your situation and keep you informed of issues that could affect your financial goals.

We serve as your chief financial officer, guiding you through both ordinary and unforeseen life events. This involves creating, enhancing and preserving wealth.

Our nationally recognized financial planners and personal financial advisors have decades of experience helping clients prepare for a fulfilling life after their career. But first, we really get to know you before tailoring an investment plan suited exactly to your needs, your lifestyle, and your finances. The better we know you, the better we can guide you toward early retirement financial independence, whatever your retirement age.

FINANCIAL SERVICES

Multi-generational Financial Planning
Retirement Planning and Management
Portfolio Development and Management
Budgeting and Cash-flow Management
Business Succession Planning
Asset Protection and Risk Management
Tax Planning Strategies
Estate and Legacy Planning
Trusts and Charitable Giving
College and Education Planning
Financial Document Organization

5951 Jefferson St. NE, Suite D Albuquerque, NM 87109

ClariFinancial, LLC

Student. Young professional. New family. Retiree. Divorced or widowed. No matter what your stage in life, you’re always growing and changing. So are your financial needs.

A strategic financial plan helps you maximize life’s opportunities and overcome its challenges more easily. I’m Jocelyn Hodes, and I’ll help you learn about your options, then create a comprehensive, customized financial plan that helps you grow toward your goals.

As a fee-only financial planner, I work independently and in a fiduciary capacity. I don’t accept commissions or sell products or services, so I can advise you free of conflicts.

My fees are based on an hourly or flat-fee schedule with flexible payment options, whether you need a complete financial plan, professional support over the long term, or you just want answers to a few financial questions.

Services

Student
As a student you’re striking out on your own and focusing on the basics. But you have a long financial future, so it’s important to learn about personal finance and build good habits.
Young Professional
Finishing your education or starting your career? It’s an ideal time to establish a solid financial foundation.
Growing Family
Having children changes many facets of your life — including your finances.
Marriage
When you establish a new life with someone – whether it’s a first or second marriage – you also enter a new financial phase.
Divorce
Divorce creates a lot of chaos, but it also presents opportunities for financial improvement.
Pre-retirement
Retirement is a process that, for many people, begins with a “pre-retirement phase” in their 50s.

1718 Central Ave SW, Suite C Albuquerque, NM 87104

Crow Financial Advisors

Crow Financial is a Registered Investment Advisor with the state of New Mexico. Under this oversight, every aspect of our business must be carried out in such a way that the client’s best interest is put above the company’s or any employee’s.

Crow Financial works for you and no one else. One hundred percent of the revenue received by Crow Financial Advisors for investment management comes from client fees. We do not have any cost-sharing arrangement with any mutual fund or brokerage.

Any commission for buying or selling a security is paid by the client to the broker and included in the cost of the purchase or the proceeds of a sale. Crow Financial receives no portion of any trade commission from any broker or brokerage.

Crow Financial is not a broker. We have discretionary authority over all the accounts we manage, meaning we are not required to obtain the client’s permission every time we want to buy or sell a security. You are unique, as are your financial goals. Why should you be forced to accept a one-size-fits-all mutual fund or management program? Our clients’ investment portfolios are all unique to their particular situation, risk tolerance, and income needs.

We are not monitored by or affiliated with FINRA, the Financial Industry Regulatory Authority, or any insurance commission, because we do not engage in the sale of any investment products, insurance, annuities, or financial services for a sales commission.

8210 Louisiana Boulevard, NE - Suite B | Albuquerque, New Mexico 87113

First American Financial Advisors, Inc.

First American Financial Advisors, Inc. was founded in 1985 with the goal of assisting our institutional clients in every aspect of their investment and financing lives. We’ve provided the most personal service available, thus earning a reputation for excellence in our industry. For each of our clients we strive to help create financial stability and security to provide financial independence.

Our staff consists of experienced professionals with a “hands on” approach to financial guidance. Not only will you find our team members knowledgeable, but you will also discover that our staff truly cares about making your financial goals a reality.

As your financial advisors, we will do everything in our power to keep you focused on where you want to go, advise you on how to get there, and continually remind you of the importance of maintaining a disciplined approach to realizing your fiscal needs and meeting your future demands.

Our company is based on the principle that education and understanding of your current financial situation is vital to successfully make prudent decisions concerning your future financial condition. If you have any questions about your current financial situation or wish to schedule an appointment.

Services

Financial Advisors on Taxable Financing

Taxable Municipal Bonds
Tribal debt for taxable businesses
Corporate debt
Federal government agency guaranteed debt
Federal government agency direct loans
State agency direct loans

Investments

Corporate debt instruments
Investment policy preparation and reviews
Government Agency Securities
Treasury Bills, Notes & bonds
Institutional Mutual Funds
No Load Mutual Funds
Variable Annuities
Separately Managed Accounts
Fee based fiduciary investment accounts

7411 Jefferson St N.E. ALBUQUERQUE, NM 87109

Forthright Financial Planning, LLC

We do not believe that information equates to knowledge. Unfortunately, much of the financial services industry is designed to get you to “buy a product”, rather than make an informed decision.

We vehemently oppose the “herd” mentality that is often featured in the financial press and advertising. We believe that investing is for the long-term, and that there are wise things that need to be addressed first, such as your current level of debt and spending, your savings cushion, and your emotional tolerance (usually called risk tolerance) for the ups and downs of the U.S. and international markets.

Fee-only
Fee-only financial planners do not earn commissions on trades or products. We earn money from the services we provide to you.

High Standards
As a CERTIFIED FINANCIAL PLANNER™ certificant, Jenny has completed extensive coursework, including education, examination, ethical, and experiential requirements.

No Minimums
Forthright Financial Planning does not limit its service or have a minimum portfolio value for its clients. We believe that EVERYONE deserves good counsel.

Services

Financial Planning
A few areas we might touch on include budgeting and cash flow planning, debt management and control, insurance planning, tax strategies, teaching your kids about money, estate planning, Social Security maximization analysis and basic small business planning.

2125 Wyoming Blvd NE | Albuquerque, NM 87112

John Moore & Associates, Inc.

We believe the principles that guide our lives should also guide our business. Rooted in our own values, they serve as the foundation for how we treat our clients, our partners and our communities.

We’re guided by our faith, accountable to God first, followed by our families and clients. We will model Judeo-Christian ethics. We will walk our talk, knowing that our actions speak louder than our words.

It’s your money. Except that it isn’t. The worldview of your financial planner matters. It affects their perception of money—its purpose and potential. Our financial planners and investment professionals give you some of the highest level of technical expertise along with principled counsel.

We are completely transparent about the costs associated with our services. Your account statements clearly show how each fee has been calculated. We always tell the truth—even when it’s difficult. After all, how can we instill confidence in your financial life if you’re not confident in our stewardship?

We strongly believe that long-term relationships are more important than short-term profit. We want to work and grow with our clients as well as our team members. We strive to be good citizens, investing our time in projects that benefit the communities we serve. We ask that our team members find a civic endeavor that inspires them and volunteer to help, and we support them in these efforts.

8220 San Pedro Dr. NE Suite 310 Albuquerque NM 87113

Kirtland Financial Services

We operate on the simple principle that financial planning should be tailored to you and backed by research, data-driven advice and unbeatable levels of service. It’s personal and comprehensive.

No matter your dream, the Wealth Management Advisors at Kirtland Financial Services promise to work closely with you and your family to provide individualized, objective, and trusted guidance for all your financial planning needs.

Kirtland FCU isn’t a bank. Big, impersonal, for-profit—that’s not us. Like all credit unions, we’re a not-for-profit financial cooperative. We’re dedicated to empowering the financial independence of members who are largely ignored by or lost in the crowd at the big banks.

Services

Retirement
Whether you’re 30 years away, or three years away, discuss your options for retiring on schedule and with the lifestyle you’ve envisioned.
Education
Of all the plans you make for your child, saving for a college education is among the biggest and most life-changing. Find out the best way to save and invest for your child’s future.
Life Changes
When is the right time for financial and investment advice? Any time your situation changes! Marriage, divorce, birth of a child, job change, or retirement.
Asset Protection
Learn your options for protecting your wealth and assets with insurance and sound planning.

Albuquerque, NM 87108

The Best Financial Advisors in Albuquerque

Let us help you find the best financial advisor for your needs.

We have listed the Top 10 Financial Advisor in each capital city based on our selection criteria

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